Two-part column this morning. The second column will be short but useful if you like to play Inflation Spotting — the Home Edition. Big Rally Nears? I have mentioned this a number of times, but I am seeing the trend again in the UrbanSurvival web-traffic numbers. Maybe. And remember: this ain’t advice. If you have … Read More
Yes. We actually use AI for doing something we no longer have the time to do a thorough job of: casting our nets wide to see “how much is fishy” out in the world. No shortage of fish, by the way. Over the weekend (in our Comments section) reader Dell got me to thinking about … Read More
The NWS is back at it – failing to deliver any sign of significant rain – all the way into mid September. Other than watering “critical trees” (which are the kind that can fall on building if they die of drought) there’s a ton of shop work and so today’s focus is on? Horizontal Engineering … Read More
Peoplenomics is unusually packed this weekend. The written side runs about 4,600 words, backed by a 40-page ChartPack — and for readers who don’t want to chew through the whole thing in one sitting, we’ve added a new Quick Read Coach pointing directly to the five charts that matter most. Markets first: the Bull may … Read More
A Schedule Note: This coming Monday will be our final “normal” UrbanSurvival column. If the cool weather shows up, I have at least a lifetime of piled-up projects to complete and there’s only so much Superman and that much Kryptonite. The 30+ pages of market analysis twice weekly and the in-depth research into whatever fills … Read More
Think “brown stuff” and fans, with us. We have two hot dates coming up in our Over-the-Horizon Software – one is a week out and another is mid-September. Today, markets are on the verge of negating the possible path higher (the Labor Day Rally) which we had been anticipating. But what has happened instead is … Read More
Datafy U.S. futures pricing pointed to a down day ahead for markets. Europe was down, Japan’s Nikkei bounced, and we think this centers on Russia using ballistic missiles on Ukraine; intending to harden-up their game. So, oil prices and “the big question” (Where can AI find another planet worth of $20/month subscribers to keep the … Read More
This morning on Peoplenomics, the summer economics projects finally start coming out of the barn. The New Navigators is the first of four connected papers looking at succession, economic lifecycles, regional instability, big-city sustainability, and whether the familiar long-wave “clock” may be an output of the economy rather than a fixed period. Then we run … Read More
“Left onto the high-speed, contact ground point-niner.” That isn’t a bad way to mentally frame Life right now. We are “becoming more grounded” and “flying through summer” is in smoking (or muddy) ruins. Yet, the persistent illusion of a life/self divide persists. So we mine the “face of Reality” every day looking for The Gem. … Read More
Let’s keep the top of today’s column very much on point. Because their weird section is strange as hell… OK, Empire State Manufacturing Not exactly huge but worth making a note of: “Business activity grew strongly in New York State in August, according to firms responding to the Empire State Manufacturing Survey. The headline general business … Read More
Now that you know about the OTH news project: Compared with the earlier report today, the event topology — the ridge tops in the data — has changed. Two things: September 15 has emerged as the dominant candidate ridge, while the earlier November event cluster has pulled forward to October 31. February no longer qualifies … Read More
No, this isn’t “ShopTalk Sunday” any more. This is my “the Wall” – which was an online phenom before social media came along. (Tell me you’re older than that?) So, this morning we will highlight some Comments, update Peoplenomics Research Note # 2, and then our (snarky Sunday) BlinkLabNews.com outputs. Also – the Over the Horizon … Read More
Saturday’s Peoplenomics is a full plate. The new ChartPack looks at whether markets still have enough coherence to make one more run toward Labor Day, while the News Compressor hits the fast-moving risks in Hawaii, Hormuz, Ebola, earthquakes, weakening U.S. consumers, war fronts and an increasingly bubbly AI buildout. Then we get into the subscriber … Read More